planning for pk–12 infrastructure - schools · addressing the structural and legacy inequities...

The Leadership Team

PLANNING FOR PK–12 INFRASTRUCTUREAdequate Public School Facilities for All Children

America’s PK–12 public school facilities have wide-reaching educational, health, economic, environmental, and community impact. But far too many school districts do not have the capacity

to deliver PK–12 school facilities that are healthy, safe, environmentally sustainable and conducive to teaching and learning. As a result, many children and communities suffer from inadequate and inequitable school facilities.

A reformed PK–12 infrastructure sector will: • help close achievement gaps• improve child and community health• sustain the environment• revitalize neighborhoods and communities

Now is the time to chart the nation’s course for the reforms, innovations, and tools needed to create the conditions for adequate and equitable school facilities for all children.

The Problem

The Opportunities

The National Planning Process

Leadership Team has organized and will facilitate six diverse, cross-sector Working Groups focused on:

Data & Information Planning Decision Making

Identifi cation, defi nitions, collection, analysis, research, access, and technologies for facilities data and information management.

District, regional, and state educational facilities master, capital and site specifi c planning, cross sector and agency planning.

Capital and facilities governance, approvals and procurement.

Management Funding Accountability

Maintenance, operations, and capital management of facilities.

Federal, state, and local operating funding and capital fi nancing of public school facilities.

Internal controls and external oversight of facilities operations, maintenance, and asset management.

Working Group leaders and innovators come from key sectors:

Civic Governmental Building Industry Public Finance Labor University

Working Group leaders and innovators who have heart, experience and creativity will work together to develop a menu of systemic reforms and innovations that are both game-changing and incremental solutions for the status quo problems of inadequate and inequitable school facilities.

The Working Groups will convene to discuss their proposals and identify priorities for research, policy reforms, advocacy, and public and private investment. Leaders in PK–12 infrastructure can use these proposals to inform their priorities for policy reform, investment, research, and advocacy.

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Phase I Strategic Planning Schedule Fall 2016

Leadership Team invites sector leaders to participate in Working Groups.

• Leadership Team drafts and circulates Problem Statements for review and revision.

• Working Groups edit Problem Statement. • Leadership Team revises and recirculates

Problem Statement and adds the frameworks for solutions.

• Final Draft Problem Statements and Menus of Solutions are prepared and circulated for fi nal comments.

• Leadership team compiles all Problem Statements and Menus of Solutions into a Preliminary Planning for Equity Report.

State facilities directors review and provide input on the Preliminary “Planning for Equity Report” at the National Council on School Facilities Annual Meeting.

Leadership Team prepares a Phase I strategic plan: Mapping Adequacy and Equity into PK–12 Infrastructure.

Kick off calls for Working Groups

Preliminary “Planning for Equity Report” is provided to all Working Group members and to state facilities offi cials.

Planning for Equity Summit in Washington, DC provides input and priority to solutions for feasibility analysis in Phase II.

June–July 2016

September 7–8

September

October

November

December 5–6

December 6–7

January – March 2017

Phase II: Feasibility Analysis Phase III: Apply Priority Interventions

November 28

• Prepare a business plan for fi nancing the feasibility analyses

• Finance business plan for feasibility studies• Conduct policy, legal, fi nance, governance

and constituency building studies on priority solutions

• Develop fi nancing plan for implementation• Build networks to increase public will• Strengthen public and private institutions to

build public capacity• Implement plans for priority solutions

• Working Groups fi nalize Problem Statements and begin brainstorming a Menu of Solutions.

• Problem statement is fi nalized and circulated along with Draft 1 Menu of Solutions.

• Working Groups review and revise their Menu of Solutions.

• Menu of Solutions is fi nalized and circulated for comments.

DataandInformationWorkingGroupOverviewandCalendarofKeyActivities,Fall2016

AddressingthestructuralandlegacyinequitiesnationwideinPK-12infrastructurerequiresthattheAmericanpublicandpolicymakersbetterunderstandtheconditionsinpublicschoolsandhowthesefacilitiesimpactstudentandteacherhealthandperformance,theenvironment,thelocaleconomy,andoverallcommunityvitality.Up-to-date,comprehensive,accurate,andrelevantdataandinformationonfacilitiesthatisaccessibletocitizensandofficialsisakeyelementofawellmanagedcapitalimprovementprogram.Itsupportstheotherkeyelements:soundplanning,effectivedecisionmaking,skilledmanagement,adequateandequitablefunding,andappropriateaccountability.TheDataandInformationWorkingGroupwillcraftaProblemStatementthatidentifiesthekeycausesforshortcomingsinfacilitiesdataandinformationmanagementandaccessinPK-12publiceducationandidentifyaMenuofSolutionstotheseproblems.WorkingGroupParticipantsJasonBocarro,AssociateProfessor,NorthCarolinaStateUniversity,CollegeofNaturalResourcesScottBrown,DirectorofFacilities,MaineDepartmentofEducationLeePrevost,StrategicVP,SchoolDude.comJimWhittaker,President,FacilitiesEngineeringAssociates,Inc.W.T.“Dusty”Duncan,FacilitiesDirector,MarionSchoolDistrict,ArkansasLettieBoggs,ChiefExecutiveOfficer,ColbiTechnologiesKellyMcCarthy,SeniorManagerofIRIS&ImpactMeasurement,GlobalImpactInvestingNetworkDanRademacher,ExecutiveDirector,GreenInfoNetworkJerryRoseman,DirectorofEnvironmentalScience&OccupationalSafety&HealthforthePhiladelphiaFederationof

TeachersHealth&WelfareFund&Union

WorkingGroupFacilitatorsMaryFilardo,ExecutiveDirector,21stCenturySchoolFund([email protected])JeffVincent,DeputyDirector,CenterforCities+SchoolsatUCBerkeley([email protected])KeyActivities

Date EasternTime KeyActivity ObjectiveWednesday,Sept.7 1:00-1:30PM ConferenceCall#1 KickoffWednesday,Sept.21 1:00-2:00PM ConferenceCall#2 EditProblemStatementWednesday,Oct.5 1:00-2:30PM ConferenceCall#3 BrainstorminitialMenuofSolutionsWednesday,Oct.19 1:00-3:00PM ConferenceCall#4 ReviewandexpandMenuofSolutions

Tuesday,Dec.6 5:00-8:00PM NationalSummitDinner,Washington,DC WorkingGroupsdinner

Wednesday,Dec7 8:00AM-5:00PM NationalSummit,Washington,DC

Reviewandprioritizeproposedsolutions

EducationalFacilitiesPlanningWorkingGroupOverviewandCalendarofKeyActivities,Fall2016

AddressingthestructuralandlegacyinequitiesnationwideinPK-12infrastructurerequiressoundPK-12facilitiesplanning.Educationalfacilitiesplanningisessentialtogetthebestvalueforfacilitiesspendingregularlybudgeted;toensureequitablefacilitiesforallchildren;totransforminadequateschoolfacilitiesintohealthy,safeandeducationallyappropriatebuildingsandgrounds;andtoleveragethedistrictinvestmentssotheycontributetobroaderhealth,environmental,neighborhooduse,andeconomicdevelopmentgoalsofcommunities.Soundplanningisakeyelementofawellmanagedcapitalimprovementprogram.Itsupportstheotherkeyelements:accurateinformation,effectivedecisionmaking,skilledmanagement,adequateandequitablefunding,andappropriateaccountability.TheEducationalFacilitiesPlanningWorkingGroupwillcraftaProblemStatementthatidentifiesthekeycausesforshortcomingsinPK-12educationalfacilitiesplanningandidentityaMenuofSolutionstotheseproblems.

WorkingGroupParticipantsKrisztinaTokes,DirectorofPlanning,LosAngelesUnifiedSchoolDistrictPerryTaylor,DirectorofFacilities,AlabamaDepartmentofEducationMelanieDrerup,DirectorofPlanning,OhioFacilitiesCommissionStevenBingler,CEO,Concordia,LLCBillDeJong,Co-founderatSchoolsfortheChildrenoftheWorld,SeniorAdvisorDeJong-RichterArielBierbaum,AssistantProfessor,DepartmentofCityPlanning,UniversityofMarylandJeanneSchultz,ExecutiveDirector,HawaiiInstituteofPublicAffairsDarrylAlexander,DirectorofHealth,SafetyandWell-being,AmericanFederationofTeachersJacquelineLeavy,AdvisortotheChicagoEducationalFacilitiesMasterPlanningTaskForcePeggyShepard,ExecutiveDirector,WestHarlemEnvironmentalActionDavidKnotts,ExecutiveDirectorofCapitalPrograms,FultonCountyGeorgiaPublicSchoolsShirlBuss,Y-PLANCreativeDirector,CenterforCities+Schools,UCBerkeleySharonDanks,CEO,GreenSchoolyardsAmerica

WorkingGroupFacilitatorsMaryFilardo,ExecutiveDirector,21stCenturySchoolFund([email protected])JeffVincent,DeputyDirector,CenterforCities+SchoolsatUCBerkeley([email protected])

KeyActivitiesDate EasternTime KeyActivity Objective

Wednesday,Sept.7 4:00-4:30PM ConferenceCall#1 KickoffWednesday,Sept.21 4:00-5:00PM ConferenceCall#2 EditProblemStatement

Wednesday,Oct.5 4:00-5:30PM ConferenceCall#3 BrainstorminitialMenuofSolutions

Wednesday,Oct.19 4:00-6:00PM ConferenceCall#4 ReviewandexpandMenuofSolutions




DecisionMakingWorkingGroupOverviewandCalendarofKeyActivities,Fall2016

AddressingthestructuralandlegacyinequitiesnationwideinPK-12infrastructurerequiresclearprocessesforneeds-baseddecisionmaking.DecisionmakingassociatedwithPK-12publicschoolfacilitiesiscomplexandislargelyregulatedinprocurement,publicfinance,administrative,andgovernancepoliciesandcodes.Effectivedecisionmakingisakeyelementofawellmanagedcapitalimprovementprogram.Itsupportstheotherkeyelements:accurateinformation,soundplanning,skilledmanagement,adequateandequitablefunding,andappropriateaccountability.TheDecisionMakingWorkingGroupwillidentifyweaknessesinfederal,state,andlocalpoliciesandcodesthatcontributetoinadequate,inequitableandinefficientschoolfacilitiesmanagementanddelivery.ThegroupwillthenidentifyaMenuofSolutionstotheseproblems.WorkingGroupParticipantsCecileCarroll,Director,BlocksTogether(Chicago)PamAttardo,HistoricPreservationOfficer,Lewis&ClarkCounty(Montana)VioletW.Brown,SeniorEducationalProgramDirector,OfficeofEducationalFacilities,FloridaDepartmentofEducationBernardE.Piaia,Jr.,Director,OfficeofSchoolFacilities,NewJerseyDepartmentofEducationDavidLever,FormerDirector,InteragencyCommitteeonSchoolConstruction(Maryland)ScottNewell,SeniorDirector,CooperativeStrategies/DolinkaGroup(Colorado)LeeDulgeroff,ChiefFacilitiesPlanningandConstructionOfficer,SanDiegoUnifiedSchoolDistrictKateGordon,Chair,Citizen'sOversightBoard,CaliforniaProposition39CynthiaUline,ProfessorEmeritus,EducationalLeadership,SanDiegoStateUniversityWorkingGroupFacilitatorsMaryFilardo,ExecutiveDirector,21stCenturySchoolFund([email protected])JeffVincent,DeputyDirector,CenterforCities+SchoolsatUCBerkeley([email protected])KeyActivitiesDate EasternTime KeyActivity ObjectiveThursday,Sept.8 1:00-1:30PM ConferenceCall#1 KickoffThursday,Sept.22 1:00-2:00PM ConferenceCall#2 EditProblemStatementThursday,Oct.6 1:00-2:30PM ConferenceCall#3 BrainstorminitialMenuofSolutionsThursday,Oct.20 1:00-3:00PM ConferenceCall#4 ReviewandexpandMenuofSolutions




FacilitiesManagementWorkingGroupOverviewandCalendarofKeyActivities,Fall2016

AddressingthestructuralandlegacyinequitiesnationwideinPK-12infrastructurerequiresstrongandeffectivemanagement.ThemanagementofPK-12publicschoolfacilitiesinvolvesthesupervisory,administrativeanddirectserviceresponsibilitiesforallaspectsofschoolfacilitiesfromtheacquisition(capitalplanning,landpurchase,designandconstruction)throughoperationsandongoingmaintenanceandrenewals.PK-12facilitiesmanagementisevolvingasbuildingsystemsbecomemorecomplicated,codeschange,educationalprogrammingevolves,andasthesupervision,administrationanddirectservicescrosspublicandprivatesectors.Effectivemanagementsupportstheotherelementsofawellmanagedcapitalimprovementprogram:accurateinformation,soundplanning,effectivedecisionmaking,adequateandequitablefunding,andappropriateaccountability.TheFacilitiesManagementWorkingGroupwillcraftaProblemStatementonthekeyobstaclestoeffective,efficient,andequitablemanagementofPK-12infrastructure.ThegroupwillthenidentifyaMenuofSolutionstotheseproblems.WorkingGroupParticipantsBobGorrell,Director,NewMexicoPublicSchoolsFacilitiesAuthorityJimWilson,CEO/President,JFWInc,ProjectManagementTomRogér,VicePresidentFingerLakes&CentralNY,GilbaneBuildingCompanyDonUlrich,AssistantSuperintendent,FacilitiesServices,ClovisUnifiedSchoolDistrict(CA)BillSavidge,FormerEngineeringOfficer,WestContraCostaUnifiedSchoolDistrict&FormerChiefExecutiveOffice,

CaliforniaStateAllocationBoardFrankPatinella,EducationAdvocate,AmericanCivilLibertiesUnionofMarylandJerryRoseman,DirectorofEnvironmentalScience&OccupationalSafety&HealthforthePhiladelphiaFederationof

TeachersHealth&WelfareFund&UnionJohnDale,Chair,CommitteeonArchitectureforEducation,AIA;PrincipalandPreK-12StudioLeader,HEDMartinKnott,President,KnottMechanicalandWyeRiverTechnologiesWorkingGroupFacilitatorsMaryFilardo,ExecutiveDirector,21stCenturySchoolFund([email protected])JeffVincent,DeputyDirector,CenterforCities+SchoolsatUCBerkeley([email protected])

KeyActivitiesDate EasternTime KeyActivity ObjectiveThursday,Sept.8 4:00-4:30PM ConferenceCall#1 KickoffThursday,Sept.22 4:00-5:00PM ConferenceCall#2 EditProblemStatementThursday,Oct.6 4:00-5:30PM ConferenceCall#3 BrainstorminitialMenuofSolutionsThursday,Oct.20 4:00-6:00PM ConferenceCall#4 ReviewandexpandMenuofSolutions




FacilitiesFundingWorkingGroupCalendarofKeyActivities,Fall2016

AddressingthestructuralandlegacyinequitiesnationwideinPK-12infrastructurerequiresadequateandequitablefunding.AdequateannualcapitalinvestmentsarenecessarytoensuregoodvaluefromM&Ospendingandtoensurehealthy,safe,andeducationallyappropriateconditionsforallschools.Stableandsufficientfundingisakeyelementofawellmanagedcapitalimprovementprogram.Itsupportstheotherkeyelements:accurateinformation,soundplanning,effectivedecisionmaking,skilledmanagement,andappropriateaccountability.TheFacilitiesFundingWorkingGroupwillcraftaProblemStatementthatidentifiesthekeycausesforshortcomingsinPK-12infrastructurecapitalfunding.ThegroupwillidentifyaMenuofSolutionstotheseproblems.Inparticular,thegroupwillfocusonidentifyingnewsourcesforcapitalfundsrequiredfornewconstructionandongoingcapitalinvestmentsrequiredtoeliminatetheaccumulationofdeferredmaintenanceofexistingfacilities;responsiblestewardshipofrecentlybuiltandexistingfacilities;andforalterationsofschoolbuildingsandgroundstomeetbotheducationalandcommunityprogramandserviceneeds.WorkingGroupParticipantsNancyBrune,Director,KennyGuinnCenterforPolicyPriorities(Nevada)MarialenaRivera,AssistantProfessor,TexasStateUniversityDavidSciarra,ExecutiveDirector,NewJerseyEducationLawCenterRockyQuery,CEO,QueryAssociatesRickGross,CEO,BWRealtyAdvisorsMikeRowland,FacilitiesServicesDirector,GeorgiaDepartmentofEducationVincentHughes,Senator,StateofPennsylvaniaLoriRaineri,President,GovernmentFinancialStrategiesInc.WilliamVolker,President,EfficiencyEnergy,LLCWorkingGroupFacilitatorsMaryFilardo,ExecutiveDirector,21stCenturySchoolFund([email protected])JeffVincent,DeputyDirector,CenterforCities+SchoolsatUCBerkeley([email protected])KeyActivitiesDate EasternTime KeyActivity ObjectiveFriday,Sept.9 1:00-1:30PM ConferenceCall#1 KickoffFridaySept.23 1:00-2:00PM ConferenceCall#2 EditProblemStatementFriday,Oct.7 1:00-2:30PM ConferenceCall#3 BrainstorminitialMenuofSolutionsFriday,Oct.21 1:00-3:00PM ConferenceCall#4 ReviewandexpandMenuofSolutions


Wednesday,Dec7 8:00AM-5:00PM NationalSummit,Washington,DC Reviewandprioritizeproposedsolutions

FacilitiesAccountabilityWorkingGroupOverviewandCalendarofKeyActivities,Fall2016

AddressingthestructuralandlegacyinequitiesnationwideinPK-12infrastructurerequirespublicaccountabilityforfacilitiesrelateddecisions,spendingandinvestment.Appropriateaccountability,intheformofeffectiveoversightandmonitoring,isakeyelementofawell-managedcapitalimprovementprogram.Itsupportstheotherkeyelements:accurateinformation,soundplanning,effectivedecisionmaking,skilledmanagement,andadequateandequitablefunding.TheFacilitiesAccountabilityWorkingGroupwillcraftaProblemStatementthatidentifiesthekeycausesforshortcomingsinPK-12facilitiesaccountability.ThegroupwillthenidentifyaMenuofSolutionstotheseproblemsthatfocusoninternalcontrolsandexternaloversight.WorkingGroupParticipantsClaireBarnett,Director,HealthySchoolsNetworkTobyThatcher,CEO,ThatcherAssociates(NewYork)KathyPatterson,DCAuditor,DistrictofColumbiaBrooksAllen,VicePresident,Policy&LegalAffairs,CommonSense(California)DavidWalrath,President/LegislativeAdvocate,Murdoch,Walrath,&Holmes(California)SarahHainds,ResearchFacilitator,ChicagoTeachersUnionMikePickens,DirectorofFacilities,WestVirginiaDepartmentofEducationJuanMireles,Director,SchoolFacilitiesandTransportationServicesDivisionCaliforniaDepartmentofEducationSusanSadlowski-Garza,Ward10Alderman,CityofChicagoWorkingGroupFacilitatorsMaryFilardo,ExecutiveDirector,21stCenturySchoolFund([email protected])JeffVincent,DeputyDirector,CenterforCities+SchoolsatUCBerkeley([email protected])KeyActivitiesDate EasternTime KeyActivity ObjectiveFriday,Sept.9 4:00-4:30PM ConferenceCall#1 KickoffFriday,Sept.23 4:00-5:00PM ConferenceCall#2 EditProblemStatementFriday,Oct.7 4:00-5:30PM ConferenceCall#3 BrainstorminitialMenuofSolutions

Friday,Oct.21 4:00-6:00PM ConferenceCall#4 ReviewandexpandMenuofSolutions




planning for pk–12 infrastructure - schools · addressing the structural and legacy inequities...

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